Have questions about your tax forms or filing—Schedule a quick tax review to get answers

This brief introductory call is designed to better understand your tax situation, financial goals, and any specific concerns you may have as we approach year‑end. During this 15‑minute session, we will:

• Review your overall objectives and current tax position at a high level

• Discuss any potential tax challenges or opportunities for 2025

• Identify whether a Tax Strategy Review Session would benefit you

This call is not a full planning session and no in‑depth tax analysis or recommendations will be provided. If additional work is needed to develop personalized tax strategies, we’ll outline next steps. Advisory sessions are billed separately at $300 per hour (typically 1-2 hours), and a full Tax Strategy Review Agreement will be provided prior to any billable engagement.